Sushil Finance Downloads - Depository Participant Forms and Conversion Request Form
Downloads
Letter to Add/Delete Beneficiary details for execution of OFF-MARKET transactions Letter to Add/Delete Beneficiary details for execution of OFF-MARKET transactions
Mandatory Trading Preference Format for Account Opened after 31 July 2023 using Account Opening Form Version 2.34 or older versions. Download Pdf File
KYC Validation Link Details link
Form for Email and Mobile Number Modification (Only For KRA) .
(FN 1) Online Account Opening Form (INDIVIDUAL) Download -> Fill up -> Print it -> Sign it -> Send it to us
(FN 2) New All Purpose Modification Form ( ReKYC ) INDIVIDUAL New Combined Modification Format w.e.f. 1-11-2022
(FN 3)  NOMINATION FORM Demat and Trading Nomination Form
(FN 4) Online Account Opening Form (Non Individual) Download -> Fill up -> Print it -> Sign it -> Send it to us
(FN 5) Trading Preference Letter Segment Updation Form
(FN 6) Client Financial Details - Individual Financial Details Updation Form
(FN 7) Letter for Order Placement - Self (Sr. Citizen) Annexure 1 for Senior Citizen Letter
(FN 8) Authority Letter for Order Placement ( Sr. Citizen) Annexure 2 for Senior Citizen Letter
(FN 9) Individual KRA Form For Individual KRA Purpose Only for Modification use FN 2
(FN 10) Client Financial Details - NON - Individual Financial Details Updation Form
(FN 11) List Of Directors / Partners / Trustees Additional Information to be Provided by Non Individual Clients
(FN 12) Trading and/or DP Account Closure Account Closure Form
(FN 13) Trading-DP A/c Shifting within Sushil CPs/HO Account Shifting Form
(FN 14 ) FATCA Declaration ( Individual) FATCA Declaration
(FN 15) HUF Declaration Declaration of Coparceners for HUF.
(FN 16) Format of Share Holding Pattern Company Download Pdf File
(FN 17) Format of Sharing_Partnership Firm Download Pdf File
(FN 18) Most Important Terms and Conditions for Clients (MITC) Download - Print it - Sign it - Send it back to us
UCC Annexure for Delivery Instruction Slip for Payin .
KYC / Modification KYC NON-INDIVIDUAL New KYC Format w.e.f. 1-11-2022
RE KYC For Activation of Inactive Clients ( Non- Individual ) RE KYC For Activation Of Inactive Clients ( Non Individual )
DOs And DON'Ts DOs And DON'Ts
KRA CHANGE FORM NON - INDIVIDUAL KRA CHANGE FORM NON INDIVIDUAL
MPRF - Annexure B MARGIN PLEDGE /REPLEDGE REQUEST FORM ( MPRF ) Annexure B
MURF - Annexure C MARGIN UNPLEDGE REQUEST FORM ( MURF ) Annexure C
IPV AND DOCUMENT VERIFICATION CONFIRMATION ANNEXURE-I
TRANSMISSION ON DEATH OF SOLE BO Transmission On Death of Sole Bo ( 7.1 )
RIGHTS AND OBLIGATIONS RIGHTS AND OBLIGATIONS OF STOCK BROKERS, SUB-BROKERS AND CLIENTS
Additional risk document Additional risk document
Additional Information for CERSAI KYC Additional Information for CERSAI KYC
Uniform Risk Disclosure Documents (for all segments / exchanges) & Guidance Note detailing Do’s and Don’ts for trading on exchanges

The above mentioned documents in the vernacular languages are available on NSE website at https://www.nseindia.com/membership/content/complinc_trading_mem.htm and can be downloaded.
The said documents in the vernacular languages are available on BSE website and can be access and down load at http://www.bseindia.com/investors/client_regislanguages.aspx?expandable=3

BSDA LETTER BASIC SERVICE DEMANT ACCOUNT
Board Resolution_IPV and Authorisation Letter for IPV (Annexure 1) Board Resolution _ IPV and Authorisation Letter for IPV (Annexure 1)
Rights and Obligation for SLB Rights and Obligation for SLB
Client Profiling Guidelines Guidelines for Client Profiling
Client Profile Form Client Profile Updation Form
Mandatory and Non Mandatory Documents for client Mandatory and Non Mandatory Documents for client
ECN Letter ECN letter for Digital marking
DP Rights and Obligations DP Rights and Obligations
Transmission on death of one of the joint holders Transmission on death of one of the joint holders
CDSL SMS REGISTRATION FORM CDSL SMS Registration
HUF Declaration who do not have PAN HUF declaration for those who do not have pancard (02-02-2012)
Rajiv Gandhi Equity Scheme Form B Rajiv Gandhi Equity Scheme Form B
Rajiv Gandhi Equity Scheme Form A Rajiv Gandhi Equity Scheme Form A
Welcome Kit React - Resend Format Welcome Kit React - Resend Format
Basic Service Demat Account Request Form Basic Service Demat Account Request Form
Transmission cum Demat form Transmission cum Demat form
KRA - KYC Non Individual KRA - KYC Non Individual
Trading Rights and Obligation Trading Rights and Obligation
REMAT REQUEST FORM - RRF REMAT REQUEST FORM - RRF
SIGN CHANGE FORMAT FOR DEMAT SIGN CHANGE FORMAT FOR DEMAT
TRANSMISSION PHYSICAL TRANSMISSION PHYSICAL
KYC COVERING LETTER KYC COVERING LETTER